Server and Infrastruture Planning Guide
Copyrights, Legal Notices, Trademarks, and Servicemarks
© Copyright 2016 Square 9® Softworks – All rights reserved. No part of this work may be reproduced or transmitted in any form or by any means
whatsoever, without written permission of Square 9 Softworks unless such copying is expressly permitted by Federal copyright law. For information
regarding permissions, contact: Square 9 Softworks Inc., 127 Church Street, New Haven, CT 06510, USA, [email protected].
Publication subject to change without notice, Square 9 Softworks assumes no liability for any damages incurred directly or indirectly from errors,
omissions, or discrepancies between the actual software you install and/or the contents of this publication or any other accompanying publication.
GlobalSearch, GlobalCapture, and GlobalAction are registered trademarks of Square 9 Softworks. All other products and devices listed in this
document are trademarks or registered trademarks of their respective companies and are hereby acknowledged.
Microsoft and Windows are trademarks and service marks of Microsoft, Inc., registered in the United States and other countries, and are the property
of Microsoft, Inc.
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www.square-9.com
Table of Contents
PURPOSE ......................................................................................................................................................................................3
SMARTSEARCH.............................................................................................................................................................................3
OVERVIEW .......................................................................................................................................................................................... 3
GLOBALFORMS ............................................................................................................................................................................6
OVERVIEW .......................................................................................................................................................................................... 6
PLANETPRESS ...............................................................................................................................................................................8
OVERVIEW .......................................................................................................................................................................................... 8
SERVER CONFIGURATIONS ...........................................................................................................................................................8
OVERVIEW .......................................................................................................................................................................................... 8
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Purpose
This guide should be used to aid in planning for your installation of Square 9® products. This guide outlines
recommendations for the average deployment scenario. Your needs may vary depending on number of users,
capture volume, workflows and capture requirements.
SmartSearch
Overview
SmartSearch® is a next-generation document management software that runs on the Microsoft .NET platform. It is
fully supported in both virtual or physical environments and runs on Windows Professional and Server Operating
systems. SmartSearch uses Microsoft SQL for its database backend and IIS (Internet Information Services) to
communicate to its clients.
Server Operating System Requirements
Operating System
Windows Server 2008
Windows Server 2008 R2
Windows Server 2012
Windows Server 2012 R2
Windows 7 Professional
Windows 8/8.1 Professional
Windows 10 Professional
Windows Small Business Server 2008
Windows Small Business Server 2011 Essentials


Service Pack
2
2
1
N/A
2
1
N/A
1
1
Desktop based Operating Systems, such as Windows 7, 8/8.1 or 10 only support up to 3 concurrent users.
Only 64 bit versions are supported for server operations.
Demo Machine Operating System Requirements
Operating System
Windows 7 Professional (32 bit/64 bit)
Windows 8/8.1 Professional (32 bit/64 bit)
Windows 10 Professional (32 bit/64 bit)
Service Pack
2
1
N/A
Microsoft SQL Server
Version
Microsoft SQL Server 2008
Microsoft SQL Server 2008 R2
Microsoft SQL Server 2012
Microsoft SQL Server 2014
Server Infrastructure and Planning Guide
Edition
Express, Standard and Enterprise
editions are fully supported.
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Other Notes:
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By default SmartSearch ships with Microsoft SQL Server 2012 Express.
SmartSearch requires creation of 4 databases during the installation process.
SmartSearch supports connections to SQL using named pipes using Windows Authentication or SQL
authentication.
At the time of installation, the user running installation must have “sysadmin” privileges to create its related
databases, otherwise a SQL user with the necessary permissions should be specified at installation time.
Hosted instances of SQL such as Amazon’s RDS service or Microsoft’s Azure are supported, but may affect the
performance of SmartSearch depending on the latency between the SmartSearch server and SQL instance.
Clustered SQL Instances are supported.
Hardware Requirements
The below hardware requirements for SmartSearch, these requirements outline resources that need to be available
for SmartSearch. SmartSearch’s hardware requirements can vary based on number of concurrent users in the system
at a given time, capture volume, number of workflows and more. For more specific recommendations, please
contact your Regional Sales Manager or Square 9 Authorized Reseller.
CPU/Processor
Available Memory
Hard Drive Speed
Free Space for
Application Services
1 – 3 User
Dual Core or Equivalent
4GB
7.2k RPM or SSD
100GB
10k RPM or SSD
21 – 40 Users
15k RPM or SSD
41 – 100 Users (Dual Servers)
Application Server
15K RPM or SSD
Database Server
15k RPM or SSD
100GB
4-20 Users
Quad Core or Equivalent
8GB
Eight Core
16GB
Quad Core
8GB
Quad Core
8GB
100GB
100GB
50GB
Virtualization Support
SmartSearch is fully supported in Virtual environments such as VMware ESXi, Citrix XenServer and Microsoft Hyper-V.
Image Storage Requirements
Storage requirements for images can vary greatly depending on the types of documents to be stored and volume.
It’s important that storage requirements be considered when planning for SmartSearch as well as future growth, the
table below outlines average file sizes. For a good mix of quality for both viewing and recognition, Square 9
recommends 300 DPI.
File Type
TIFF/PDF
TIFF/PDF
Format
Black and White
Grayscale/Color
Server Infrastructure and Planning Guide
Resolution
300
300
File Size
100KB
1000KB
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To calculate storage requirements, use the below formula.
(Documents Received Weekly * Average Number of Pages * Average Page Size) / 1000 / 1000
Image Storage can exist on the server as local storage, or as any network addressable network storage, including
DFS configured storage or storage on a SAN or NAS.
Client Requirements
Square 9’s SmartSearch has two clients, a Web Based client and a Windows based client. Depending on your choice,
requirements may vary.
Windows Client
Operating System
Windows Vista
Windows 7
Windows 8/8.1
Windows 10
Edition
Business/Ultimate (32bit or 64bit)
Professional/Ultimate (32bit or 64bit)
Professional/Ultimate (32bit or 64bit)
Professional/Ultimate (32bit or 64bit)
Web Client
Browser
Internet Explorer
Microsoft Edge
Mozilla Firefox
Google Chrome
Safari (Mac)
Version
IE11 with Compatibility Mode Disabled
Latest stable version supported
Latest stable version supported
Latest stable version supported
Latest stable version supported
Terminal Server and Citrix Support
The SmartSearch Windows client is supported in Citrix XenApp, Microsoft RemoteApp and Terminal Services
environments.
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GlobalForms
Overview
GlobalForms® is Square 9’s powerful web forms product. GlobalForms can live separate of SmartSearch and runs on
a separate Web Engine. The below requirements outline Square 9’s minimum requirements for GlobalForms. When
planning for a server, it’s important to note that the below hardware requirements are in addition to any
requirements set forth by other products.
Server Operating System Requirements
Operating System
Windows Server 2008
Windows Server 2008 R2
Windows Server 2012
Windows Server 2012 R2
Windows 7 Professional
Windows 8/8.1 Professional
Windows 10 Professional
Windows Small Business Server 2008
Windows Small Business Server 2011 Essentials
Service Pack
2
2
1
N/A
2
1
N/A
1
1
Microsoft SQL Server
Version
Microsoft SQL Server 2008
Microsoft SQL Server 2008 R2
Microsoft SQL Server 2012
Microsoft SQL Server 2014
Edition
1. Express, Standard and Enterprise
editions are fully supported.
Other Notes:
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GlobalForms does not need to live on the same Server as SmartSearch.
GlobalForms requires creation of 1 database during the installation process.
GlobalForms supports connections to SQL using SQL User Authentication.
Hosted instances of SmartSearch such as Amazon’s RDS service or Microsoft’s Azure hosted are supported,
but may affect the performance of SmartSearch depending on the latency between the SmartSearch server
and SQL instance.
Clustered SQL Instances are supported.
Hardware Requirements
The below requirements outline resources that need to be available for GlobalForms. GlobalForms’s hardware
requirements can vary based on number of concurrent users in the system at a given time, capture volume, number
of workflows and more. For more specific recommendations, please contact your Regional Sales Manager or Square
9 Authorized Reseller.
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CPU/Processor
Available Memory
Hard Drive Speed
Free Space for
Application Services
10 User
Dual Core or Equivalent
4GB
7.2k RPM or SSD
50GB
10-50 Users
Quad Core or Equivalent
Eight Core
8GB
10k RPM or SSD
50GB
50-100 Users
16GB
15k RPM or SSD
50GB
100+ Users
Please contact your Regional Sales Manager for assistance.
Supported Browsers
Browser
Internet Explorer
Microsoft Edge
Mozilla Firefox
Google Chrome
Safari (Mac)
Version
IE11 with Compatibility Mode Disabled
Latest stable version supported
Latest stable version supported
Latest stable version supported
Latest stable version supported
Virtualization Support
GlobalForms is fully supported in Virtual environments such as VMware ESXi, Citrix XenServer and Microsoft Hyper-V.
Public Access
GlobalForms is commonly made available for public access to facilitate users both public and internal access to forms
outside the network. To make GlobalForms publically available, the following must be configured:
1. Port Forwarding – Your firewall must allow traffic from the outside network to the destination server and
port GlobalForms is installed on. By default, GlobalForms uses port 8082 for non-SSL encrypted traffic and
8443 for SSL encrypted traffic.
Port mapping can be altered easily, for more information contact Square 9’s support team or your authorized
reseller.
2. A fully qualified domain name must be configured to point to your external IP GlobalForms is available at.
For example, globalforms.square-9.com.
3. SSL Certificate (Optional, but highly recommended) – To secure traffic between clients and the GlobalForms
server, a SSL certificate from a trusted Certificate Authority (such as Network Solutions, Comodo) must be
provided and issued for the Tomcat Web Engine.
For more information or additional materials to assist in configuring GlobalForms to be available publically, contact
Square 9’s Software Support team or your authorized Square 9 Reseller.
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PlanetPress
Overview
PlanetPress is Square 9’s choice of variable printing software. Using PlanetPress you can process data into
documents quickly for release to SmartSearch.
Server Operating System Requirements
Operating System
Windows Server 2008
Windows Server 2008 R2
Windows Server 2012
Windows Server 2012 R2
Windows 7 Professional
Windows 8/8.1 Professional
Windows 10 Professional
Windows Small Business Server 2008
Windows Small Business Server 2011 Essentials
Service Pack
2
2
1
N/A
2
1
N/A
1
1
Hardware Requirements
CPU/Processor
Available Memory
Dual Core or Equivalent
8GB
Hard Drive Speed
10k RPM or SSD
Free Space for
Application Services
20GB
Virtualization Support
PlanetPress is fully supported in Virtual environments, such as VMware ESXi, Citrix XenServer and Microsoft Hyper-V.
Server Configurations
Overview
Square 9’s product offers are modular, meaning you can have the products installed on completely separate servers,
the same server (hardware resources permitting) or the same product installed across multiple servers (for example
having two SmartSearch servers to handle user load). Below are some examples of common server configurations.
SmartSearch with all Services and Database on a Single Server
SmartSearch can entirely live on a single server, storing images, and hosting its database on the same machine. This
is suitable in small – medium environments.
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SmartSearch with Separate SQL Server
In environments where a SQL Server is available or demand requires it SmartSearch’s database can be installed on a
separate Microsoft SQL Server.
SmartSearch with Network File Storage and Separate Database Server
In more enterprise level environments, SQL, file storage and application operations may be separated entirely. In the
diagram below images are stored on a separate file server, such as a NAS, SAN or any other addressable storage and
database operations are performed on a dedicated or shared SQL server.
SmartSearch with Multiple Application Servers
In high volume environments, it may be necessary to spread SmartSearch across multiple application servers. As
such, use of a Load Balancer can handle traffic distribution, utilizing separate servers for image storage and database
operations. You can create a more highly available environment when databases are stored on clustered SQL
instances or images across redundant file storage.
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SmartSearch with GlobalForms Server
GlobalForms runs on a separate web service, as such it can be installed in a completely standalone environment if
desired. In the diagram below, GlobalForms can be installed on a separate server and share the same database
backend. The GlobalForms server could exist in a DMZ if desired.
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